Loomis, Sayles & Company
TOL icon

Loomis, Sayles & Company’s Toll Brothers TOL Stock Holding History

Loomis, Sayles & Company’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-155
Closed -$16K – 948
2023
Q4 		$16K Buy
155
+40
+35% +$3.33K ﹤0.01% 715
2023
Q3 		$9K Hold
115
– – ﹤0.01% 819
2023
Q2 		$9K Sell
115
-105
-48% -$7.04K ﹤0.01% 731
2023
Q1 		$13K Buy
+220
New +$12.7K ﹤0.01% 784
2022
Q4 		– Sell
-39
Closed -$2K – 979
2022
Q3 		$2K Hold
39
– – ﹤0.01% 851
2022
Q2 		$2K Buy
+39
New +$1.82K ﹤0.01% 889
2021
Q4 		– Sell
-162
Closed -$9K – 901
2021
Q3 		$9K Hold
162
– – ﹤0.01% 852
2021
Q2 		$9K Buy
+162
New +$9.88K ﹤0.01% 808

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company's TOL Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 155 shares — an estimated $16K sold.

Loomis, Sayles & Company first reported a position in TOL in Q2 2021 and held it in 8 quarters. The position peaked at $16K in Q4 2023. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 155 Toll Brothers shares in Q1 2024, an estimated $16K.
  • Loomis, Sayles & Company first reported a position in Toll Brothers in Q2 2021 and held it in 8 quarters.
  • Loomis, Sayles & Company's Toll Brothers position peaked at $16K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.